Custom Reporting

Completely Custom Reports in a Flash

With Salesforce, business users can create custom tabular, summary, or matrix reports that combine information from all of our on-demand solutions–and beyond. You get reports instantly using a reporting wizard that walks you through the required steps. It's also easy to perform calculations and to customize high-impact graphs to depict data visually.

Report Management

Create folders and views to organize reports in a way that suits you. Share reports throughout the organization. Quickly find the report you're looking for and easily manage both custom and standard reports.

Integrated Data

Create integrated reports from the many data sources across Salesforce, including leads, opportunities, accounts, customer assets, services, and so on.

Real-Time Data

Improve business decisions with up-to-the-minute reports that contain the latest information from sales, marketing, and service. Get an instant snapshot of your business today — not a picture of what it looked like yesterday.


Custom Report Formulas

Create mathematical formulas to aggregate and perform calculations on raw data within Salesforce and avoid exporting to spreadsheets for detailed calculations. Quickly calculate win rates, coverage ratios, actual vs. goal comparisons, and more.

Conditional Highlighting

Highlight exceptions and out-of-range values to assist in quick identification of anomalies and spotting of trends in large amounts of data.

Report Wizard

Quickly create the right report with a five-step wizard that provides point-and-click options for creating the exact report you need.